Search Results for: Business Advisory

Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges
Big Data Capital Markets Fintech News

Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges

The leading data architecture challenges for capital markets firms center around data quality and delivering relevant data to the business, according to new research from leading global research and advisory firm Aite Group. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “Many capital......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
UNIQA Insurance Group AG Recognized As Model Insurer By Celent For Successful Implementation of FRISS Fraud Detection Software
Artificial Intelligence Fintech InsurTech News

UNIQA Insurance Group AG Recognized As Model Insurer By Celent For Successful Implementation of FRISS Fraud Detection Software

Fintech News Desk
Celent, the global financial services research and advisory firm, has recognized UNIQA Insurance Group AG with the Model Insurer Award in the Data, Analytics and AI category. UNIQA receives the award after implementing FRISS’ fraud detection software for their successful Strategic Group P&C Anti-Fraud Initiative. Read More: GlobalFintechSeries Interview with Griffin......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
Beth Boettcher Finke and Glenn Weinstein Elected to Britecore's Board of Directors
Fintech News

Beth Boettcher Finke and Glenn Weinstein Elected to Britecore’s Board of Directors

Fintech News Desk
BriteCore, the leading provider of next-generation core software solutions for insurers, is pleased to announce Beth Boettcher Finke and Glenn Weinstein have been elected to BriteCore’s Board of Directors. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini Beth Boettcher Finke is the Senior Vice President of North America Applications Consulting at Oracle,......
Corcentric Named to Spend Matters 50 Providers to Know / Watch List for Fourth Consecutive Year
Fintech News

Corcentric Named to Spend Matters 50 Providers to Know / Watch List for Fourth Consecutive Year

Fintech News Desk
Corcentric, a leading provider of source-to-pay and order-to-cash solutions for businesses in the United States and Europe, announced that the company has been designated in Spend Matters 2020 50 Providers to Know. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Spend Matters 50......
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